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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2006
- Office Locations
- 2
Office Locations
About OAK Lane Advisors
Oak Lane Advisors (Wealth Navigation, LLC, an SEC-registered RIA) builds customized portfolios and financial plans around clients’ lifestyle goals and risk tolerance, including retirement, tax/estate planning, and insurance. The team uses software to stress-test retirement plans under worst-case scenarios and provides access to alternative investment opportunities for diversification alongside traditional strategies. Custody is primarily through Charles Schwab.
Reported data analysis
What the numbers show
Between August 22, 2025 and March 30, 2026, reported AUM increased 21.5%, from $367.3M to $446.3M.
Across 5 reported observations, AUM increased 67.9% between November 3, 2022 and March 30, 2026, from $265.7M to $446.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 932 clients, or 116.5 clients per representative. That equates to $478.8K in reported AUM per client.
The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ADAM CRAIG FISHER
Advisor, Managing Partner
- CRD
- #5231886
- Ownership
- Less than 5%
MICHAEL SCOTT JONES
Chief Compliance Officer, CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- #4966708
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOSEPH SCOTT CANNON
Wealth Management Advisor
- CRD
- #4512257
JASON DONALD CAPERTON
--
- CRD
- #4159340
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,214,007 | $176,230 |
| Non-Discretionary | $67,736 | $67,736 |
| Total | $446,281,743 | $176,187 |
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Separately Managed Accounts
SMA allocation detail is available
OAK Lane Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.